CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.9M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$601K
3
+$517K
4
MSFT icon
Microsoft
MSFT
+$271K
5
JNJ icon
Johnson & Johnson
JNJ
+$264K

Top Sells

1
+$2.6M
2
+$154K
3
+$85.7K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$82.9K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$67.4K

Sector Composition

1 Technology 4.63%
2 Consumer Discretionary 3.05%
3 Healthcare 2.29%
4 Financials 2.02%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$442K 0.74%
1,633
+1,001
27
$404K 0.67%
11,980
+1,620
28
$385K 0.64%
2,321
-14
29
$368K 0.61%
3,268
+159
30
$361K 0.6%
7,220
+4,445
31
$356K 0.59%
3,372
-128
32
$353K 0.59%
2,144
+1,601
33
$347K 0.58%
2,610
-25
34
$319K 0.53%
2,210
+18
35
$299K 0.5%
1,740
+20
36
$277K 0.46%
2,721
-73
37
$261K 0.44%
4,060
+10
38
$232K 0.39%
1,900
+1,600
39
$221K 0.37%
4,537
-713
40
$216K 0.36%
2,950
+22
41
$200K 0.33%
+2,400
42
$197K 0.33%
618
43
$194K 0.32%
+1,000
44
$193K 0.32%
9,640
45
$191K 0.32%
1,882
+74
46
$184K 0.31%
6,766
-139
47
$181K 0.3%
4,234
-35
48
$172K 0.29%
2,818
-914
49
$168K 0.28%
5,115
50
$168K 0.28%
7,348
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2
3 4 5